Job Description

Branch Manager

Summary:

The Branch Manager oversees the daily operations of a financial services branch, ensuring exceptional customer service, operational efficiency, compliance, and profitability. This role provides hands-on leadership to staff, manages branch performance, and drives strategic initiatives that support the organization’s goals and values.

Key Responsibilities:

Leadership & Staff Development

• Recruit, train, and mentor branch employees, fostering a positive and high-performing work culture.
• Conduct regular performance reviews and coaching sessions to ensure achievement of goals and compliance standards.
• Lead weekly and monthly meetings to communicate updates, process improvements, and organizational priorities.

Branch Operations

• Manage daily branch operations to ensure accuracy, security, and efficiency.
• Oversee cash handling processes, including teller drawers, vaults, and ATMs.
• Ensure adherence to company policies, legal requirements, and regulatory standards.
• Maintain branch facilities, ensuring a professional, safe, and welcoming environment.

Financial Management & Compliance

• Develop and implement strategies to achieve financial goals, drive revenue, and retain customers.
• Manage branch budgets, ensuring alignment with organizational financial objectives.
• Monitor accounts for accuracy, fraud prevention, and compliance with account maintenance procedures.
• Coordinate internal audits and ensure timely completion of audit-related requirements.

Customer Experience

• Model excellent service standards and ensure customers receive prompt, courteous, and knowledgeable support.
• Act as a liaison for resolving customer issues and maintaining satisfaction.
• Participate in community outreach and networking activities to strengthen local relationships and attract new business.

Professional Development

• Attend internal and external training sessions to remain informed on best practices, technology, and compliance updates.
• Share knowledge with team members to support continuous improvement and operational excellence.
• Perform additional duties that support the organization’s mission and values.

Qualifications: Must have credit union or banking experience.

• Bachelor’s degree in Business, Finance, Accounting, or related field preferred (or equivalent experience).
• 5–8 years of professional experience, including prior supervisory or management responsibility.
• Proven leadership, communication, and interpersonal skills.
• Strong commitment to customer service, team collaboration, and operational integrity.
• Excellent problem-solving and organizational abilities with the capacity to manage multiple priorities.
• Familiarity with financial technology and process improvement strategies is a plus.

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